🗞 Newsmakers — MID ET, 2026-09-04

📊 MARKET MACRO: S&P 500 $770.69 -0.32% Nasdaq $718.66 +0.14% Dow $534.28 -0.49% Russell 2K $295.81 +0.21% VIX $14.01 -2.16% US Dollar $28.04 +0.09% Oil $141.00 -0.77% Gold $406.60 -0.88% Bitcoin $79,549.47 -2.12% Treasuries: 10Y 4.79% 30Y 5.27% Today's Fed / econ events: 19:30 [Medium] CFTC Gold Speculative net positions 19:30 [Medium] CFTC Nasdaq 100 speculative net positions 19:30 [Medium] CFTC S&P 500 speculative net positions 19:30 [Medium] CFTC Crude Oil speculative net positions 12:30 [High] Nonfarm Payrolls Private (Aug) 12:30 [Medium] Participation Rate (Aug) 12:30 [High] Non Farm Payrolls (Aug) 12:30 [High] U-6 Unemployment Rate (Aug) 12:30 [Medium] Average Hourly Earnings YoY (Aug) 12:30 [High] Unemployment Rate (Aug) 12:30 [Medium] Average Hourly Earnings MoM (Aug)

🔥 HOT SECTORS TODAY (the sectors to watch): Utilities +2.48% Real Estate +1.07% Financial Services +1.04% Technology +0.35%

📰 MARKET THEMES & CATALYSTS: • Interest Rates May Be Going Higher With Or Without The Fed The August jobs report exceeded expectations, with strong labor force participation and job gains signaling economic resilience. Markets are repricing the neutral rate higher, as evidenced by rising real and nominal yields, while inflation expectations remain anchored. — seekingalpha.com · 09/04 12:15p https://seekingalpha.com/article/4943182-interest-rates-may-be-going-higher-with-or-without-the-fed • This Biotech Wins a Big FDA Approval. Why Wall Street Is Shrugging. Ionis Pharmaceuticals wins regulatory clearance for its quarterly injection, Zanvastro, in Alexander disease. Analysts are focused elsewhere. — barrons.com · 09/04 12:13p https://www.barrons.com/articles/ionis-stock-fda-zanvastro-9865d3d7 • Trump Threatens to Halt Some Trade Unless the Fed Cuts Rates The president said he could halt trade between the United States and countries with which it has a trade deficit if the central bank doesn't do his bidding. — nytimes.com · 09/04 11:58a https://www.nytimes.com/2026/09/04/business/economy/trump-trade-threats-fed-rate-cuts.html • Jobs and Iran add to Trump's midterm headaches. Why that's good for bonds and bad for energy stocks. The president needs lower gasoline prices and mortgage rates — fast. — marketwatch.com · 09/04 11:48a https://www.marketwatch.com/story/jobs-and-iran-add-to-trumps-midterm-headaches-why-thats-good-for-bonds-and-bad-for-energy-stocks-551cb765 • WTI Tests $93 as Persian Gulf Risks Fuel Oil Volatility WTI reached $93 during another strong week as Persian Gulf risks and supply constraints kept crude oil supported. Brent is also threatening $95, although headline-driven volatility leaves both markets vulnerable to sharp reversals. — fxempire.com · 09/04 11:16a https://www.fxempire.com/forecasts/article/wti-tests-93-as-persian-gulf-risks-fuel-oil-volatility-1623290

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. SOXL +9% $116.87 (32B cap) South Korea says chip investments under discussion with US amid tariff concerns South Korea and the United States are discussing semiconductor investments in the U.S. as ​part of broader bilateral talks, a Seoul official told reporters on ‌Friday. — reuters.com · 09/04 12:23a https://www.reuters.com/world/asia-pacific/south-korea-says-chip-investments-under-discussion-with-us-amid-tariff-concerns-2026-09-04/

2. SMCI +7% $40.58 (26B cap) SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock? Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal. — zacks.com · 09/04 11:37a https://www.zacks.com/stock/news/2985135/smci-rises-29-year-to-date-time-to-buy-sell-or-hold-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2985135

3. MU +5% $1006.53 (1137B cap) $1.3 Trillion in Projected Data Center Spending in 2027 Makes These Stocks No-Brainer Buys AI hyperscalers have no plans to slow down spending in 2027. — fool.com · 09/04 10:20a https://www.fool.com/investing/2026/09/04/13-trillion-in-projected-data-center-spending-in-2/

4. IREN +5% $43.74 (16B cap) Jim Cramer: This Health Care Stock Is Pure Spec, The Only Neocloud I Like Is On CNBC's “Mad Money Lightning Round,” Jim Cramer said Nuvation Bio Inc. (NYSE:NUVB) is a “pure spec.” — benzinga.com · 09/04 7:07a https://www.benzinga.com/trading-ideas/long-ideas/26/09/61623723/jim-cramer-this-health-care-stock-is-pure-spec-the-only-neocloud-i-like-is

5. INTC +4% $95.58 (482B cap) Intel Witnesses an Uptrend in Estimate Revisions: Is it Worth Buying? INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks. — zacks.com · 09/04 12:13p https://www.zacks.com/stock/news/2985183/intel-witnesses-an-uptrend-in-estimate-revisions-is-it-worth-buying?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2985183

6. NOK +3% $10.03 (54B cap) (no fresh news today — likely technical / low-coverage move)

📈 TOP 11 GAINERS (small/mid-cap % leaders, with catalyst):

1. NX +21% $22.66 (1.0B cap) Quanex Building Products Q3 Earnings Call Highlights Quanex Building Products NYSE: NX reported third-quarter fiscal 2026 sales of $501.8 million, up 1.3% from $495.3 million a year earlier, as higher pricing offset the effects of tariff reimbursements to customers. The company said volumes were flat, pricing increased about 3%, a… — marketbeat.com · 09/04 12:03p https://www.marketbeat.com/instant-alerts/transcript-quanex-building-products-q3-earnings-call-highlights-2026-09-04/

2. BBCP +17% $10.57 (533M cap) Concrete Pumping Holdings, Inc. (BBCP) Q3 2026 Earnings Call Transcript Concrete Pumping Holdings, Inc. (BBCP) Q3 2026 Earnings Call Transcript — seekingalpha.com · 09/03 7:19p https://seekingalpha.com/article/4942933-concrete-pumping-holdings-inc-bbcp-q3-2026-earnings-call-transcript

3. TYRA +14% $28.38 (1.7B cap) Tyra Biosciences to Host Conference Call on Initial Results of Oral Dabogratinib from the SURF302 Phase 2 Study for IR NMIBC on September 9, 2026 CARLSBAD, Calif., Sept. 4, 2026 /PRNewswire/ -- Tyra Biosciences, Inc. (Nasdaq: TYRA), a clinical-stage biotechnology company focused on developing next-generation precision medicines that target large opportunities in Fibroblast Growth Factor Receptor (FGFR) biology, today anno… — prnewswire.com · 09/04 8:00a https://www.prnewswire.com/news-releases/tyra-biosciences-to-host-conference-call-on-initial-results-of-oral-dabogratinib-from-the-surf302-phase-2-study-for-ir-nmibc-on-september-9-2026-302870004.html

4. TITN +14% $26.02 (606M cap) Titan Machinery Q2 Earnings Call Highlights Titan Machinery NASDAQ: TITN reported a second-quarter fiscal 2027 net loss as revenue declined amid continued weakness in agricultural equipment demand, though the company said inventory-management efforts supported improved equipment margins and lower floor-plan interest expen… — marketbeat.com · 09/03 10:02p https://www.marketbeat.com/instant-alerts/transcript-titan-machinery-q2-earnings-call-highlights-2026-09-03/

5. ATTO +14% $27.48 (1.2B cap) Attovia Therapeutics to Participate in Upcoming Investor Conferences SAN CARLOS, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Attovia Therapeutics, Inc. (“Attovia” or the “Company”) (Nasdaq: ATTO), a clinical-stage biopharmaceutical company developing next-generation biotherapeutics for immune-mediated diseases with high unmet need, today announced… — globenewswire.com · 09/03 4:05p https://www.globenewswire.com/news-release/2026/09/03/3356250/0/en/attovia-therapeutics-to-participate-in-upcoming-investor-conferences.html

6. TSLQ +13% $19.89 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

7. ALAB +12% $318.10 (54B cap) ALAB Stock Down 24% in a Month: Should Investors Buy the Dip or Wait? Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story. — zacks.com · 09/03 2:35p https://www.zacks.com/stock/news/2984727/alab-stock-down-24-in-a-month-should-investors-buy-the-dip-or-wait?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2984727

8. AEHR +12% $85.42 (2.8B cap) Aehr Test Systems to Participate in the 10th Annual Lake Street Capital Markets Best Ideas Growth Conference on September 10 FREMONT, CA / ACCESS Newswire / September 3, 2026 / Aehr Test Systems (NASDAQ:AEHR), a leading provider of test and burn-in solutions for semiconductor devices used in artificial intelligence (AI), silicon photonics, data center, automotive, and industrial applications, today an… — accessnewswire.com · 09/03 4:05p https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/aehr-test-systems-to-participate-in-the-10th-annual-lake-street-capita-1216528

9. CBRS +12% $213.19 (48B cap) (no fresh news today — likely technical / low-coverage move)

10. MVLL +12% $25.92 (312M cap) (no fresh news today — likely technical / low-coverage move)

11. AXTI +10% $61.95 (3.1B cap) (no fresh news today — likely technical / low-coverage move)

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.